IonQ Leaders to Present at World Strategic Forum
Businesswire· 2025-11-20 20:05
COLLEGE PARK, Md.--(BUSINESS WIRE)--IonQ (NYSE: IONQ), the world's leading quantum company, today announced its participation at the 14th World Strategic Forum (WSF), taking place November 24–25 at the Loews Coral Gables Hotel in Coral Gables, Florida. The Forum brings together global leaders under the theme "Driving Prosperity through Innovation.†IonQ will highlight how quantum computing, networking, and sensing are poised to unlock new economic value, improve national resilience, and enable. ...
Wall Street Breakfast Podcast: Delayed Job Numbers Out Today
Seeking Alpha· 2025-11-20 20:04
美国9月非农就业报告 - 美国劳工统计局将于今日发布延迟已久的9月非农就业报告,该报告因政府停摆被推迟超过一个半月 [3][4] - 经济学家普遍预期9月非农就业人数将增加5万,高于8月估计的2.2万,失业率预计维持在4.3%不变 [5] - 与今年早些时候估计的月度10万以上就业增长相比大幅下降,且劳工统计局将截至2025年3月31日年度的就业增长数字下修了91.1万 [5] - 10月份的报告已被取消,9月的职位空缺和劳动力流动调查报告也被取消,10月JOLTS报告和11月就业形势报告将分别于12月9日和12月16日发布 [6][15] 华纳兄弟探索公司潜在收购交易 - Netflix告知华纳兄弟探索管理层,若其收购该工作室,将继续在影院发行电影,这与Netflix通常抵制在影院发行其电影的策略不同 [7][9] - 华纳兄弟探索拥有在影院发行电影的合同义务,Netflix表示将予以遵守 [8] - 针对华纳兄弟探索的首轮无约束力投标于今日截止,Paramount Skydance的最新报价预计与其先前每股23.50美元的出价范围相同,而关于其将出价超过28美元的报道被公司否认 [9] - Paramount Skydance寻求全面收购,而Netflix和康卡斯特则对流媒体和工作室业务感兴趣,华纳兄弟探索董事会预计在感恩节前评估投标,目标在年底前完成流程 [9][10] - 分析师认为Netflix与华纳兄弟探索的交易对流媒体公司具有长期利益,但Netflix可能拥有最小的协同效应机会和最艰难的监管审批路径 [10] 字节跳动估值动态 - 一家中国投资公司据报道以4800亿美元的估值购买了字节跳动的大量股份,远高于近期水平,显示出投资者对TikTok母公司的浓厚兴趣 [11] - 在周三的竞标中,风险投资公司今日资本战胜其他几家有意方,收购了来自中银集团投资有限公司的股份,该笔股票定价约为2亿美元,对应字节跳动估值3600亿美元 [11][12] 市场与个股动态 - 英伟达股价盘前上涨6%,因其第三季度业绩和指引超出预期,人工智能处理器需求激增,推动市值增加数十亿 [13][15] - 中国考虑采取积极的新刺激措施以拯救房地产行业,Meta首席AI科学家宣布离职创办自己的公司 [14] - 道指、标普和纳斯达克期货上涨,原油价格上涨1.2%至每桶59美元,比特币上涨0.2%至91000美元,黄金下跌0.3%至4064美元,富时100指数上涨0.8%,DAX指数上涨1% [14] - 今日值得关注的事件包括TE Connectivity、American Public Education和Insulet的投资者日,Guess?股东将对收购交易进行投票,沃尔玛将举行财报电话会议 [15]
Wall Street Breakfast Podcast: Delayed Jobs Numbers Drop Today
Seeking Alpha· 2025-11-20 20:04
美国9月非农就业报告 - 美国劳工统计局将于当日发布延迟已久的9月非农就业报告,该报告因政府停摆而延迟超过一个半月发布[3][4] - 经济学家共识预期9月非农就业人数将增加5万,高于8月估计的2.2万增幅,失业率预计维持在4.3%不变,较今年早些时候估计的月度10万以上增幅大幅下降[5] - 劳工统计局将其截至2025年3月31日的年度就业增长数字下调了91.1万,并取消了10月的报告以及9月的职位空缺和劳动力流动调查报告[5][6] - 10月JOLTS报告将于12月9日发布,11月就业形势报告将于12月16日发布[6] 华纳兄弟探索公司潜在收购案 - Netflix告知华纳兄弟探索管理层,若其收购该影业公司,将继续在影院发行华纳兄弟的电影,Netflix此前大多抵制在影院发行其电影[7][8] - 华纳兄弟探索有合同义务在影院发行电影,Netflix表示将遵守这些义务[8] - 针对华纳兄弟探索的首轮无约束力投标将于当日截止,派拉蒙Skydance寻求全面收购,而Netflix和康卡斯特对流媒体和影业业务感兴趣[9] - 华纳兄弟探索董事会预计将在感恩节前开会评估投标,目标是在年底前完成流程[10] - 摩根士丹利分析师表示,Netflix与华纳兄弟探索的交易对这家流媒体公司具有长期利益,但Netflix可能拥有最小的协同效应机会和最艰难的监管路径[10] 字节跳动股权拍卖估值飙升 - 一家中国投资公司以4800亿美元的估值购买了字节跳动的大宗股票,远高于近期水平,显示出投资者对TikTok母公司的浓厚兴趣[11] - 在周三的竞标中,风险投资公司今日资本战胜其他几家有意向的方,从中银集团投资有限公司收购了字节跳动的股权,该批股票定价约为2亿美元,对应字节跳动估值3600亿美元[11][12] 市场动态与公司要闻 - 英伟达盘前大涨6%,因其第三季度业绩和指引超出预期,受AI处理器需求激增推动,市值增加数十亿[13][15] - 中国考虑采取激进的新刺激措施以拯救房地产行业[14] - Meta首席AI科学家宣布离职以创办自己的公司[14] - 当日经济日历包括延迟发布的9月就业报告、成屋销售数据、季度服务调查,以及多家公司的投资者日活动[15] - 沃尔玛将举行财报电话会议,此前公司宣布CEO将于明年退休[15]
Moderna takes $1.5 billion loan, expects 10% revenue growth next year
Reuters· 2025-11-20 20:03
Moderna said on Thursday it secured a five-year loan of $1.5 billion from Ares Management , as it targets up to 10% revenue growth next year. ...
TAN: The New Solar Cycle Has Started - Here's Why I'm Buying
Seeking Alpha· 2025-11-20 20:03
I had "solar" in the Biden era, when the entire sector, along with other alternative energy sources, saw strong growth on the markets. Then came the long decline (from the beginning of 2021 until today). Since its peak, the sector has lost about 60%. ForI’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine ...
ECONOMIC EARTHQUAKE: Trump's $270 BILLION American revival
Youtube· 2025-11-20 20:02
The hot topic of the hour, the US and Saudi Arabia holding a massive investment forum at the Kennedy Center yesterday in Washington. I was the co-match. We are joined by more than 90 influential speakers, more than 1700 leaders and delegates, eight high impact sessions and countless private negotiations.And at the heart of this moment are the investment agreements, commitments from companies and institutions in both great nations that will shape the most vital industries of the future. President Trump touti ...
Aspen Neuroscience Announces $115 Million Series C Financing to Accelerate Personalized Cell Therapy Programs
Prnewswire· 2025-11-20 20:02
Accessibility StatementSkip Navigation SAN DIEGO, Nov. 20, 2025 /PRNewswire/ --Â Aspen Neuroscience, Inc., a clinical-stage biotechnology company pioneering autologous regenerative therapies, today announced the closing of a $115 million Series C financing round. This significant investment will fuel the continued clinical development of Aspen's lead program, ANPD001, for moderate to advanced Parkinson's disease. The Series C round was co-led by OrbiMed, ARCH Venture Partners, Frazier Life Sciences, and Rev ...
Walmart to Transfer Stock Exchange Listing to Nasdaq
Businesswire· 2025-11-20 20:01
Nov 20, 2025 7:01 AM Eastern Standard Time Walmart to Transfer Stock Exchange Listing to Nasdaq Share Ticker to remain "WMT†BENTONVILLE, Ark.--(BUSINESS WIRE)--Walmart Inc. (NYSE: WMT) today announced it will transfer the listing of its common stock to The Nasdaq Stock Market LLC (Nasdaq). The company expects its common stock to begin trading on the Nasdaq Global Select Market on December 9, 2025, under its current ticker symbol "WMT". The move to Nasdaq underscores the strong alignment between Walmart an ...
Walmart reports revenue growth of 5.8%, up 6.0% in constant currency (cc)
Businesswire· 2025-11-20 20:01
Walmart reports revenue growth of 5.8%, up 6.0% in constant currency (cc) Share Operating income decreased 0.2%, up 8.0% adjusted (cc) eCommerce up 27% globally GAAP EPS of $0.77; Adjusted EPS of $0.62 Company raises outlook for FY26 BENTONVILLE, Ark.--(BUSINESS WIRE)--Walmart Inc. (NYSE: WMT): Third Quarter Highlights: The company will hold a live conference call with the Investment Community at 7 a.m. CST Thursday, November 20th, 2025, to discuss the company's third quarter earnings results for fiscal yea ...
USA Rare Earth Subsidiary Less Common Metals and Solvay Sign Strategic Agreement to Provide Permag Secure, Stable Supply of Rare Earth Metals
Globenewswire· 2025-11-20 20:01
STILLWATER, Okla., Nov. 20, 2025 (GLOBE NEWSWIRE) -- USA Rare Earth, Inc. (Nasdaq: USAR) (USAR or the Company), today announced that its wholly owned subsidiary, Less Common Metals (LCM), has established a strategic partnership with Solvay, a multinational chemical company, to supply rare earth metals to Permag, a leader in high-precision magnets and magnetic assemblies. This partnership will ensure a resilient, secure supply of Samarium material for the European market and Permag’s global customer base. Un ...